An omnichannel CRM with every conversation on the record

An omnichannel CRM matters because buyers reply where they like: a WhatsApp message in the morning, an email with documents in the afternoon, an SMS reminder before the meeting. When those sit in different apps and personal phones, the context of the deal sits with whoever happened to receive them — and leaves when they do.

In DigiPix Flow, email and WhatsApp threads attach to the lead or deal they belong to, in a shared team inbox where conversations can be assigned, snoozed and handed off. Email goes out from the CRM with open and click tracking, WhatsApp through the Business Platform as two-way messaging, and SMS both ways with DLT template support, with templates and quick replies for the messages you send most.

Follow-ups are activities and tasks on the record: calls, meetings and demos with My, Today, Upcoming and Overdue views, overdue alerts and first-contact timers, and tasks with owners, due dates and priorities. Nothing depends on a rep remembering, and a manager can see what is overdue across the team.

Because every message and activity sits on the timeline of the record, a lead that moves to a new rep arrives with its full history, and the next reply starts where the last one stopped.

The inbox is built for a team rather than one person. Threads can be assigned to the right rep, snoozed until the customer is likely to reply, and handed off with the conversation intact, while templates keep the tone consistent across everyone who answers. On WhatsApp, each thread shows whether the customer's 24-hour reply window is open, so reps know when an approved template is needed. Quick replies cover the questions that come up every day.

The same timeline is what keeps reporting honest. When every call, meeting and message is logged on the record where it happened, activity counts and overdue views describe the work the team actually did, not the work someone remembered to write up at the end of the week.